AstraZeneca PLC
AZN- Exchange
- NYSE
- Industry
- Pharmaceutical Preparations
- SEC CIK
- 0000901832
In the last 90 days, AstraZeneca PLC insiders filed 1 open-market purchase and 0 sales; 1,511 institutions reported holding it in 13F filings for Q2 2026, worth $151.3B in total; no superinvestor holds it.
13F holders, Q2 2023
Institutional positions in AstraZeneca PLC as of Jun 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,093
- +45 vs. Q1 2023
- Shares held
- 494.2M
- −13.6M (−2.7%) vs. Q1 2023
- Total value
- $35.4B
- +$379.3M (+1.1%) vs. Q1 2023
- New holders
- 112
- 339 more added
- Sold out
- 67
- 388 more reduced
9 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting AZN on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,511 | $151.3B |
| Q1 2026 | 1,388 | $148.4B |
| Q4 2025 | 1,410 | $46.4B |
| Q3 2025 | 1,292 | $37.9B |
| Q2 2025 | 1,223 | $34.7B |
| Q1 2025 | 1,251 | $37.0B |
| Q4 2024 | 1,222 | $33.7B |
| Q3 2024 | 1,230 | $39.1B |
| Q2 2024 | 1,213 | $39.0B |
| Q1 2024 | 1,141 | $33.8B |
| Q4 2023 | 1,131 | $33.2B |
| Q3 2023 | 1,075 | $33.7B |
| Q2 2023 | 1,093 | $35.4B |
| Q1 2023 | 1,057 | $35.0B |
| Q4 2022 | 1,063 | $34.2B |
| Q3 2022 | 968 | $28.3B |
| Q2 2022 | 1,019 | $34.9B |
| Q1 2022 | 984 | $34.3B |
| Q4 2021 | 952 | $29.4B |
| Q3 2021 | 911 | $31.1B |
| Q2 2021 | 772 | $26.1B |
| Q1 2021 | 757 | $20.4B |
Institutions, Q2 2023
Shares, value and share of portfolio for each institution holding AstraZeneca PLC; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Guerra Pan Advisors, LLC | 11,201 | $801.7K | 0.89% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 11,229 | $803.7K | 0.05% | −91−0.8% | Reduced |
| Proficio Capital Partners LLC | 11,250 | $805.2K | 0.11% | −104−0.9% | Reduced |
| VELA Investment Management, LLC | 11,296 | $808.5K | 0.37% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 12,372 | $810.8K | 0.18% | +12,372 | New |
| Sage Rhino Capital LLC | 11,361 | $813.1K | 0.23% | +588+5.5% | Added |
| Colonial River Wealth Management, LLC | 11,448 | $819.3K | 0.54% | +11,448 | New |
| Schiavi & Co LLC | 11,471 | $821.0K | 0.34% | 00.0% | Unchanged |
| Cullinan Associates Inc | 11,531 | $825.3K | 0.05% | +359+3.2% | Added |
| Mitchell & Pahl Private Wealth, LLC | 11,542 | $826.1K | 0.50% | +184+1.6% | Added |
| Grandfield & Dodd, LLC | 11,706 | $837.8K | 0.06% | −769−6.2% | Reduced |
| Sittner & Nelson, LLC | 11,736 | $839.9K | 0.46% | −845−6.7% | Reduced |
| Howland Capital Management LLC | 11,808 | $845.1K | 0.05% | −1,911−13.9% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 11,825 | $846.3K | 0.00% | +565+5.0% | Added |
| Empire Financial Management Company, LLC | 12,000 | $858.8K | 0.34% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 12,003 | $859.1K | 0.05% | +525+4.6% | Added |
| Umb Bank N A | 12,006 | $859.3K | 0.01% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 12,177 | $862.7K | 0.10% | +45+0.4% | Added |
| Proequities, Inc. | 12,062 | $863.3K | 0.07% | +833+7.4% | Added |
| Flaharty Asset Management, LLC | 12,099 | $865.9K | 0.15% | 00.0% | Unchanged |
| RB Capital Management, LLC | 12,147 | $869.4K | 0.27% | −15−0.1% | Reduced |
| HRT Financial LP | 12,338 | $883.0K | 0.01% | +12,338 | New |
| Moser Wealth Advisors, LLC | 12,401 | $887.5K | 0.60% | +12,401 | New |
| FinTrust Capital Advisors, LLC | 12,673 | $892.4K | 0.21% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 12,511 | $895.4K | 0.01% | −1,944−13.4% | Reduced |
| Stockman Wealth Management, Inc. | 12,600 | $901.8K | 0.19% | 00.0% | Unchanged |
| Intrust Bank NA | 12,670 | $906.8K | 0.11% | +288+2.3% | Added |
| 9258 Wealth Management, LLC | 12,703 | $909.2K | 0.17% | +14+0.1% | Added |
| 44 Wealth Management LLC | 12,736 | $911.5K | 0.31% | −1,521−10.7% | Reduced |
| Ameritas Investment Partners, Inc. | 12,846 | $919.4K | 0.03% | −67−0.5% | Reduced |
| Riverview Capital Advisers, LLC | 12,920 | $924.7K | 0.41% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 12,990 | $929.7K | 0.02% | +3,394+35.4% | Added |
| Cedar Brook Financial Partners, LLC | 13,005 | $930.8K | 0.22% | −597−4.4% | Reduced |
| IHT Wealth Management, LLC | 13,048 | $933.8K | 0.05% | −325−2.4% | Reduced |
| West Family Investments, Inc. | 13,081 | $936.2K | 0.36% | +13,081 | New |
| Veritable, L.P. | 13,209 | $945.4K | 0.02% | +692+5.5% | Added |
| Phillips Wealth Planners LLC | 13,223 | $946.4K | 1.24% | −99−0.7% | Reduced |
| SYSTM Wealth Solutions LLC | 13,243 | $947.8K | 0.13% | +1,253+10.5% | Added |
| Cyndeo Wealth Partners, LLC | 13,268 | $949.6K | 0.10% | −827−5.9% | Reduced |
| Hohimer Wealth Management, LLC | 13,331 | $954.1K | 0.26% | −82−0.6% | Reduced |
| Marotta Asset Management | 13,394 | $958.6K | 0.21% | +13,394 | New |
| Sowell Financial Services LLC | 13,397 | $959.0K | 0.05% | +4,457+49.9% | Added |
| Schechter Investment Advisors, LLC | 13,436 | $961.6K | 0.09% | +428+3.3% | Added |
| Parallax Volatility Advisers, L.P. | 13,437 | $961.7K | 0.03% | +13,377+22,295.0% | Added |
| Allen Investment Management LLC | 13,452 | $962.8K | 0.01% | 00.0% | Unchanged |
| Davenport & Co LLC | 13,456 | $963.0K | 0.01% | +278+2.1% | Added |
| Confluence Wealth Services, Inc. | 13,508 | $966.7K | 0.21% | 00.0% | Unchanged |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 13,800 | $980.9K | 0.75% | 00.0% | Unchanged |
| Dakota Wealth Management | 13,784 | $986.5K | 0.05% | −182−1.3% | Reduced |
| Parallel Advisors, LLC | 13,831 | $989.9K | 0.03% | +427+3.2% | Added |
| Horizon Kinetics Asset Management LLC | 14,058 | $1.01M | 0.02% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 14,125 | $1.01M | 0.05% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 14,286 | $1.02M | 0.09% | +10,779+307.4% | Added |
| Bank of Hawaii | 14,311 | $1.02M | 0.06% | +570+4.1% | Added |
| Advocate Group LLC | 14,446 | $1.03M | 0.23% | −487−3.3% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 15,477 | $1.04M | 0.55% | +243+1.6% | Added |
| Headlands Technologies LLC | 14,569 | $1.04M | 0.33% | +14,569 | New |
| Tiaa, FSB | 14,601 | $1.04M | 0.00% | −406−2.7% | Reduced |
| Vise Technologies, Inc. | 14,629 | $1.05M | 0.25% | +1,930+15.2% | Added |
| Benjamin F. Edwards & Company, Inc. | 14,650 | $1.05M | 0.04% | −830−5.4% | Reduced |
| Alera Investment Advisors, LLC | 14,787 | $1.06M | 0.23% | −14−0.1% | Reduced |
| First Hawaiian Bank | 14,828 | $1.06M | 0.03% | +112+0.8% | Added |
| EP Wealth Advisors, LLC | 14,894 | $1.07M | 0.02% | −3,321−18.2% | Reduced |
| Westport Asset Management Inc | 15,000 | $1.07M | 0.60% | 00.0% | Unchanged |
| WESPAC Advisors, LLC | 15,017 | $1.07M | 0.86% | −854−5.4% | Reduced |
| Ellevest, Inc. | 15,038 | $1.08M | 0.08% | +286+1.9% | Added |
| Oarsman Capital, Inc. | 15,047 | $1.08M | 0.47% | −78−0.5% | Reduced |
| Lido Advisors, LLC | 15,128 | $1.08M | 0.01% | +963+6.8% | Added |
| FORA Capital, LLC | 15,391 | $1.10M | 0.16% | +15,391 | New |
| Global Retirement Partners, LLC | 15,455 | $1.11M | 0.05% | −1,141−6.9% | Reduced |
| Fifth Third Bancorp | 15,527 | $1.11M | 0.00% | +2,337+17.7% | Added |
| TD Private Client Wealth LLC | 15,673 | $1.12M | 0.05% | −1,684−9.7% | Reduced |
| Prospera Financial Services Inc | 15,670 | $1.12M | 0.04% | −84,316−84.3% | Reduced |
| Ballentine Partners, LLC | 15,795 | $1.13M | 0.03% | +3,769+31.3% | Added |
| Calamos Wealth Management LLC | 15,811 | $1.13M | 0.08% | −253−1.6% | Reduced |
| Investors Asset Management of Georgia Inc | 15,890 | $1.14M | 0.59% | 00.0% | Unchanged |
| Geller Advisors LLC | 15,890 | $1.14M | 0.14% | +6,555+70.2% | Added |
| Apollon Wealth Management, LLC | 15,896 | $1.14M | 0.05% | −1,885−10.6% | Reduced |
| Prime Capital Investment Advisors, LLC | 15,987 | $1.14M | 0.02% | +7,927+98.3% | Added |
| Hanson & Doremus Investment Management | 16,043 | $1.15M | 0.24% | −378−2.3% | Reduced |
| Two Sigma Advisers, LP | 16,200 | $1.16M | 0.00% | −10,200−38.6% | Reduced |
| SeaCrest Wealth Management, LLC | 16,232 | $1.16M | 0.15% | −501−3.0% | Reduced |
| De Burlo Group Inc | 16,292 | $1.17M | 0.19% | 00.0% | Unchanged |
| Cantor Fitzgerald, L. P. | 16,303 | $1.17M | 0.03% | +16,303 | New |
| Personal Cfo Solutions, LLC | 16,443 | $1.18M | 0.24% | −387−2.3% | Reduced |
| Verdence Capital Advisors LLC | 16,490 | $1.18M | 0.14% | −2,033−11.0% | Reduced |
| Vident Investment Advisory, LLC | 16,509 | $1.18M | 0.04% | +4,146+33.5% | Added |
| Lester Murray Antman dba SimplyRich | 16,930 | $1.21M | 0.43% | 00.0% | Unchanged |
| Connable Office Inc | 16,960 | $1.21M | 0.17% | −411−2.4% | Reduced |
| Kestra Private Wealth Services, LLC | 16,984 | $1.22M | 0.04% | +6,090+55.9% | Added |
| Valeo Financial Advisors, LLC | 17,001 | $1.22M | 0.06% | +1,085+6.8% | Added |
| Leavell Investment Management, Inc. | 17,079 | $1.22M | 0.08% | 00.0% | Unchanged |
| MAI Capital Management | 17,241 | $1.23M | 0.02% | −5,414−23.9% | Reduced |
| Thoroughbred Financial Services, LLC | 17,489 | $1.25M | 0.16% | +1,240+7.6% | Added |
| Malaga Cove Capital, LLC | 17,482 | $1.25M | 0.58% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 17,721 | $1.27M | 0.20% | −1,416−7.4% | Reduced |
| Fragasso Group Inc. | 17,723 | $1.27M | 0.14% | +68+0.4% | Added |
| Carnegie Capital Asset Management, LLC | 17,841 | $1.28M | 0.05% | −20−0.1% | Reduced |
| Harvest Volatility Management LLC | 17,961 | $1.29M | 0.26% | −3,355−15.7% | Reduced |
| Channel Wealth LLC | 18,089 | $1.29M | 0.74% | +4,276+31.0% | Added |